Understanding Life Insurance: Connecting with Your Clients
10:00-10:15 am
Refreshment Break
10:15-11:00 am
Succession Planning in the Current Environment
11:00-11:45 am
Qualified and Nonqualified Benefit Plans for the Closely Held Business
11:45-12 pm
Wrap Up
12 pm
Adjourn - Lunch for Students attending combined course
Street Smart Advantage
Date
Time
Event
9/12/2013
1:00-1:30 pm
Welcome and Case Study Review, Q & A with instructors
1:30-3:00 pm
Workshop 1: Estate Planning or Business Planning
3:00-3:15 pm
Refreshment Break
3:15-4:45
Workshop 2: Estate Planning or Business Planning
4:45 pm
Adjourn Formal Session
6:00-7:30 pm
Working Dinner
7:30 - ? pm
Individual Team Work Sessions
9/13/2013
7:00-8:30 am
Working Breakfast
8:30-10:00 am
Workshop 3: Qualified Plans or Nonqualified Plans
10:00-10:15 am
Refreshment Break
10:15-11:45 am
Workshop 4: Qualified Plans or Nonqualified Plans
11:45 am
Adjourn Formal Sessions
12:00-2:30 pm
Lunch and Team Work Sessions
2:30-4:00 pm
Team Presentations and Feedback
4:00 pm
Adjourn
Continuing Education Credit:
Street Smart Basics Plus has been approved for 4 hours of continuing education credit and Street Smart Advantage has been approved for 7 hours of continuing eduction credit in the following states: MO, MN, WI.
Credit for both Street Smart Basics Plus and Street Smart Advantage is pending in the following states: GA, IA, IL, KS, KY, ME, NJ, ND, OH, OK, PA, and TN, with more states coming soon!
